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SOR-100042 · Business Intelligence Profile

Medford Risk Partners

Medford, OR · NAICS 524210 Insurance Agencies and Brokerages

Revenue
$3.79M
Employees
19
Entity type
Sole Proprietorship
Years in business
17
Sorren office
Medford, OR
Advisor
Michael Barlow
EIN
**-***8509
Moderate confidence · 85% coverage|Tax ReturnP&LBalance SheetPayrollEmployee DataIndustry Classification· 4 prior years
Compared against118 businessesNAICS 524210 — Insurance Agencies and BrokeragesORRevenue $1.9M–$6.1M9–27 employees

Outlier flags

8 for review

Revenue Growth

ReviewBottom 25%
Client
1.0%
Peer median
6.1%
Peer 25th–75th
2.1% – 9.9%
Off median
-84%

Revenue Growth sits below the peer median and is worth a professional review before the client conversation.

Debt / Equity

ReviewBottom 25%
Client
1.06
Peer median
0.70
Peer 25th–75th
0.53 – 0.85
Off median
+52%

Debt / Equity sits above the peer median and is worth a professional review before the client conversation.

Marketing % Revenue

ReviewBottom 25%
Client
2.2%
Peer median
2.7%
Peer 25th–75th
2.3% – 2.9%
Off median
-19%

Marketing % Revenue sits below the peer median and is worth a professional review before the client conversation.

Current Ratio

ReviewBottom 25%
Client
3.68
Peer median
4.52
Peer 25th–75th
3.97 – 5.10
Off median
-19%

Current Ratio sits below the peer median and is worth a professional review before the client conversation.

Quick Ratio

ReviewBottom 25%
Client
3.68
Peer median
4.52
Peer 25th–75th
3.97 – 5.10
Off median
-19%

Quick Ratio sits below the peer median and is worth a professional review before the client conversation.

Retirement Contributions % Payroll

ReviewBottom 25%
Client
3.4%
Peer median
4.1%
Peer 25th–75th
3.6% – 4.6%
Off median
-16%

Retirement contributions run below peers — plan design and contribution levels are worth a professional review.

Flags are internal professional-review signals based on medians and quartiles, not automated recommendations or tax advice. Differences from the peer median are Benchmark Variance.

Performance against peer benchmark

Tax year 2026
Revenue Growth
83.8%below median
Company
1.0%
Peer median
6.1%
Top quartile
9.9%
Gross Margin
3.1%above median
Company
88.1%
Peer median
85.4%
Top quartile
87.4%
EBITDA Margin
0.4%below median
Company
24.6%
Peer median
24.7%
Top quartile
29.3%
Net Margin
1.8%above median
Company
18.5%
Peer median
18.1%
Top quartile
21.9%
Revenue / Employee
2.2%below median
Company
$199K
Peer median
$204K
Top quartile
$239K
Payroll % Revenue
1.9%above median
Company
46.8%
Peer median
45.9%
Top quartile
40.9%
Current Ratio
18.6%below median
Company
3.68
Peer median
4.52
Top quartile
5.10
Effective Tax Rate
7.1%below median
Company
18.2%
Peer median
19.6%
Top quartile
18.7%

Benchmark scorecard

Growth
15th
Profitability
61st
Labor Efficiency
42nd
Operating Efficiency
43rd
Liquidity
25th
Leverage
27th
Tax Efficiency
53rd
Asset Efficiency
63rd

Financial opportunity map

$401K
Working Capital$134K
Revenue$85K
Capital Structure$68K
Operating Expenses$67K
Labor$32K
Tax$15K

Benchmark variance only — the mathematical difference between current performance and the selected peer median. Not a projection of guaranteed savings.